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Best financial advisors in Platteville, WI

Registered advisers within 25 miles of Platteville, WI.

Offices
80
Firms
35
Combined AUM
$6.96T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,051,255 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EDWARD JONES
ROSEMEYER MANAGEMENT GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
AVANTAX PLANNING PARTNERS, INC.
HARBOUR INVESTMENTS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ARETE WEALTH ADVISORS, LLC
BERTRAM FINANCIAL ADVISOR SERVICES
STEELE CAPITAL MANAGEMENT, INC.
FRIDAY FINANCIAL
CETERA INVESTMENT ADVISERS LLC
MARINER INDEPENDENT

Investors

MATTHEW MARK CUPLIN
TYLER J KENNICKER
Benjamin Donald Reeves
Vicki Sue Pfalzgraf
Alaina Sarah Reeves
JACOB EDWARD ROSEMEYER
Payton Paul Simon
Brooklyn Louise Flanagan
ANDREW THOMAS TRANEL
Carter M Klaas
JOSEPH WILLIAM SCHULTZ
REGAN MARIE SHIPP
KALEY ELLEN BOCKHOP
Haley Herr
John Paul Drefcinski
Frank Johann Ortiz
Clare Anne Manning
Dylan Andrew Rasmason
Jake Allen Miller
Timothy H Zauche
Joseph John Gustafson
DOUGLAS WAYNE ROGERS
Robert F Hundhausen
Jacob Ramos
Lori Jean Barry
DOUGLAS JEROME CRUBEL
Mitchel Paul Kratochvill
Robert William Bird
MERLIN EARL AMES
Tyler Dornink
ROSS ALAN SMITH
MICHELLE ELIZABETH BERTRAM
BEVERLY JAYNE BERTRAM
AUSTIN TIMOTHY JUNGERS
MARTIN JOHN SMITH
KATHRYN LYNN MORAN
Thomas Joseph Halatek
BRADLEY LEWIS
NICHOLAS PATRICK SMITH
CHRISTOPHER MATTHEW BOXLEITER
BRETT ALLEN WESSELS
VERNON HAROLD HENJES
Nicholas Brennan Hoffmann
TRENT STEINES
DAWN MARIE OTTING
JENNIFER CECELIA KETTERING
Justin Schultz
MICHAEL DANIEL STEELE
BRIAN JOSEPH GRIFFIN
Ryan Edward Burbach
Alexander Timp
MATTHEW ROBERT PILLARD
JEREMY JOSEPH GERARDY
Eric R. Foy
NICHOLAS BERT HEIAR
CHRISTINA ANN HOFFMANN
Kevin Richard Stevens
Eric May
ALEXANDER DALE LARSON
Regan Michael Takes

Within 25 miles of Platteville, WI, Best Investors lists 35 registered investment advisory firms with 80 offices nearby, managing about $6.96T in combined regulatory AUM across 1,051,255 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Platteville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM